Background: Karlo is someone who thrives on being challenged and always seeks opportunities to develop his knowledge and skills. He values education and has commenced his post graduate studies in order to obtain Certified Financial Planner (CFP) status.
With a creative mindset Karlo actively explores and identifies ways to improve processes and the way advice is delivered. As a young professional, Karlo looks forward to seeing the financial planning industry evolve and shaping it in his own right.
What do you most love about your job?:I love that as a team we share ideas and educate each other which in effect improves our development and the way we get things done.